Is there any guidance on operating expense trends, especially SG&A and R&D, for the rest of the year? | OWLT (Aug 07, 2025) | Candlesense

Is there any guidance on operating expense trends, especially SG&A and R&D, for the rest of the year?

Short answer: The press release you’ve provided does not include any specific guidance on how Owlet expects its operating‑expense categories—particularly SG&A (selling, general & administrative) and R&D (research & development)—to evolve for the remainder of 2025. The announcement focuses on the Q2 2025 results, an increase to the full‑year 2025 financial outlook, and a forthcoming CEO transition, but it does not break down or forecast future SG&A or R&D expense trends.


Why the press release doesn’t provide that detail

What the release covers What is missing (relevant to your question)
Q2 2025 financial results (revenue, profit, etc.) Explicit SG&A or R&D expense figures for Q2 – the excerpt you have does not list the actual numbers, nor any commentary on how those expense lines performed relative to prior periods.
Full‑year 2025 guidance (higher) Break‑out of the guidance – the guidance is presented only as “increased full‑year guidance.” The press release does not state whether the guidance increase is driven primarily by higher revenue, margin improvement, cost reductions, or any specific expense‑category expectations.
CEO transition plan Future expense‑trend commentary – the announcement of a leadership change does not come with any statement about anticipated changes in SG&A (e.g., head‑count, marketing spend) or R&D (e.g., product‑development spend) for the rest of the year.
Conference‑call invitation Management commentary – the release says executives will discuss the results on a call, but the actual transcript or slide deck is not included here. If the company provided a slide deck with “Operating expense outlook” it isn’t part of the excerpt you have.

Thus, based solely on the information you’ve shared, there is no explicit guidance on SG&A or R&D trends for the remainder of 2025.


What you can do next

  1. Listen to / read the conference‑call transcript

    The call scheduled for August 7 2025 at 4:30 p.m. ET (hosted by CEO Kurt Workman, President Jonathan Harris, and CFO Amanda Twede Crawford) is the most likely source for any forward‑looking expense guidance. Companies often include a slide titled “Operating Expense Outlook” or “SG&A & R&D Guidance” in the investor presentation that accompanies the call.

  2. Check the full press release on Business Wire

    The complete Business Wire release (often > 1,000 words) usually contains a “Management’s Discussion and Analysis (MD&A) Highlights” section where companies will say things like:

  • “We expect SG&A to grow at a low‑single‑digit percent‑of‑revenue rate in the second half of 2025 as we continue to invest in marketing and expand our sales team.”
  • “R&D spending is expected to remain flat / increase modestly as we advance the next generation of our Smart Sock and related platform capabilities.”
  1. Look for a “Financial Outlook” or “Guidance” table
    Public companies sometimes include a table with FY 2025 outlook numbers for:
  • Revenue
  • Gross profit
  • Operating expenses (SG&A, R&D)
  • Operating income
    If such a table is present in the full release, it will give the exact percentages or dollar amounts you are seeking.
  1. Check the SEC filing (Form 8‑K/10‑Q) for Q2 2025

    The quarterly report filed with the SEC (10‑Q for Q2) will contain a detailed “Operating Expenses” section and a “Management’s Discussion and Analysis” narrative. Companies often provide year‑end expectations for each expense category in the “Liquidity and Capital Resources” section.

  2. Follow up with Investor Relations (IR)

    If the public documents still don’t disclose the specific trend guidance, you can:

  • Email Owlet’s Investor Relations (IR) contact (usually listed at the bottom of the press release) and ask specifically: “Could you confirm whether there is guidance for SG&A and R&D expense growth for the rest of FY 2025?”
  • Look for an IR presentation or “Quarterly Update” slide deck on the “Investor Relations” section of the Owlet website. These slides often contain a slide titled “Operating Expenses – Outlook”.

Summary

  • No guidance on SG&A or R&D expense trends is included in the excerpt you provided.
  • The full press release, the earnings conference call, and the accompanying SEC filing are the most reliable sources for any such guidance.
  • If you need the exact numbers or percentages, you’ll need to review those documents or contact the company’s Investor Relations team directly.

If you obtain the full press release or the conference‑call transcript and need help interpreting the figures, feel free to share those details and I’ll help break them down!

Other Questions About This News

How does the updated full‑year 2025 guidance compare to analysts' consensus estimates? What is the market's reaction to the CEO transition plan, and how might it affect execution continuity? Does the CFO’s commentary indicate any upcoming changes to capital allocation (share buybacks, dividends, debt repayment)? What is the current debt profile and any expected changes to the capital structure for FY 2025? What specific revenue growth drivers propelled Q2 results, and are they sustainable? What are the margins (gross, operating, net) trends versus the prior quarter and FY 2024? Are there any new product launches, regulatory approvals, or supply‑chain developments mentioned that could impact future earnings? What is the guidance for cash flow and free cash flow for the remainder of FY 2025, and does it meet the company’s strategic investment needs? How does Owlet’s Q2 performance stack up against key competitors (e.g., Angelcare, Nanit, Philips) in revenue growth and market share? How does the updated guidance affect the valuation multiples (P/E, EV/EBITDA, price/ sales) for OWLT? What risk factors or uncertainties were highlighted during the earnings call that could affect the outlook? What is the impact of the guidance increase on the company's projected earnings per share (EPS) and the expected EPS surprise? How does the sentiment score of 70 align with analyst sentiment, and does it suggest a positive market bias? How might the CEO transition affect the company's strategic roadmap, particularly any planned M&A or partnership activities?